New Orleans, LA
$550,000
Financial Services Established Businesses For Sale
Industry Info
Allstate Agency in New Orleans, Louisiana
Downtown Dallas, TX CPA Practice for Sale
Dallas County, TX
$350,000
Full Service CPA & Financial Advisory Firm
Connecticut
Not Disclosed
EBITDA: $1,085,772
ELITE Allstate Agency NW of Atlanta, Georgia
Cobb County, GA
$599,000
Allstate Agency North of Columbus, Ohio
Franklin County, OH
$499,999
ELITE Agency in Columbus, Ohio
Franklin County, OH
$1,600,000
Lucrative SW Chicago Suburb Firm For Sale Located In Popular Suburb!
Cook County, IL
$788,400
$160K Revenue Houston, Texas – Audit Firm For Sale
Harris County, TX
Not Disclosed
Cash Flow: $128,500
Profitable Insurance Agency franchise
Bradenton, FL
$230,000
Highly Profitable Financial Services & Consulting Firm | TURNKEY
Sacramento County, CA
$1,400,000
Allstate Agency NW of Cincinnati, Ohio
Butler County, OH
$450,000
Ketchum-Sun Valley, ID Area (Blaine County) CPA Practice
Blaine County, ID
$316,000
Allstate Agency in the Queens, New York area
Queens County, NY
$1,300,000
$345,000 Revenue - Kent, WA - Tax, Accounting & Payroll Firm
Kent, WA
Not Disclosed
Cash Flow: $279,362
Thriving Accounting & Tax Firm – Ready for New Ownership!
Coral Springs, FL
$99,999
ELITE Allstate Agency near the Charleston, SC Area!
Charleston County, SC
$899,000
Elise Mariner
Transworld Business Advisors of Colorado
Serving Archuleta County, CO
Transworld Business Advisors of Colorado has proudly maintained its #1 status for eight consecutive years among 250+ global franchises. The Colorado Franchise has locations in Denver, Boulder, Fort Collins, Colorado Springs, Aspen, and Grand Junction. The franchise is owned by Prospere Companies, a private investment firm with a portfolio of companies in Colorado, Texas, and Nevada specializing in acquiring, owning, and operating multi-faceted locations in the realm of mergers and acquisitions. Over the past 12 years, our team has completed 1,500+ deals, growing daily. As the leading business brokerage firm in Colorado, we have achieved remarkable milestones, including being featured on the Inc. 5000 List five times—an accomplishment attained by only 4% of companies and featured on Financial Times Fastest Growing list. Additionally, our recognition as the Most Referred Middle Market Advisory Firm on the Axial Advisory 100 List underscores our commitment to excellence. To learn more about Transworld or to schedule a consultation with one of our brokers, visit our website at www.tworldcolorado.com or call 720-259-5099.
Contact me
Profitable Accounting Firm with 15+ years in Phoenix - SALE PENDING
Phoenix, AZ
$1,016,250
(Price Improvement!) 35+ year Allstate Agency NW of Philadelphia
Berks County, PA
$595,000
Highly Reputable CPA Firm in Central, KY
Fayette County, KY
$600,000
$1,350,000 Northern Colorado Area Tax and Accounting Practice For Sale
Colorado
$1,800,000
Virtual Covina, CA CPA Practice for Sale
Los Angeles County, CA
$3,000,000
Northern Minnesota Based Accounting Firm – $560,000 2024 Revenue
St Louis County, MN
$600,000
(PRICE IMPROVEMENT!!) Farmers Agency North of Denver!
Adams County, CO
$999,999
High Profit Margin Title and Escrow Business Gulf Coast Area
REAL ESTATE INCLUDED
Alabama
$5,500,000
Philadelphia Area (Bucks County) Tax and Accounting Practice
Bucks County, PA
$700,000
Amazing Michigan ATM route - 17 ATMs - $218k/year SDE $650,000
Battle Creek, MI
$600,000
Established CPA Firm Located North of Durham For Sale!
North Carolina
$1,500,000
Independent Flood Insurance Adjusting Company
Not Disclosed
EBITDA: $1,077,000
P2P Cryptocurrency Service Provider w/New Price #926
Saint Louis, MO
$700,000
South Ft Worth
Fort Worth, TX
$515,000
Elite Agency for Sale in Atlanta, GA!
Atlanta, GA
$4,800,000
Law Office and Title Insurance Agency
Chester County, PA
$100,000
Ontario, CA CPA Practice for Sale
San Bernardino County, CA
$1,600,000
Oakland, CA CTEC Practice for Sale
Alameda County, CA
$160,000
Lafayette, CA CPA Practice for Sale
Contra Costa County, CA
$650,000
Turnkey Car Loan Business Opportunity – Established & Ready to Operate
Miami, FL
$35,000
Roseville CA CPA Practice for Sale
Placer County, CA
$975,000
Vallejo CPA Practice - Motivated Seller Terms and Guarantees Available
Solano County, CA
$240,000
Specialty CPA Practice
Lee County, FL
$199,000
Established ATM Route in DFW 2830
Tarrant County, TX
$70,000
CPA Firm for Sale in Charlotte Metro Area with High Cash Flow!
North Carolina
$550,000
Allstate Agency in Williamson County, TX
Williamson County, TX
$825,000
CPA & Accounting Practice for Sale in Las Vegas
Las Vegas, NV
$1,100,000
Easy to Run Financial Corp Specializing in Car Loans - Florida
Miami, FL
$45,000
Leo Bortolotto
VR Mile High Business Sales
Serving Boulder County, CO
Valued Representation… It’s the meaning behind our name; it’s what we deliver to every client. VR Business Sales / Mergers & Acquisitions are proud of its heritage as the leader in sales and transfer of the privately-held business since 1979. It is even prouder knowing that it has helped hundreds of thousands of families live the American dream of business ownership. These same people are those who make up the business communities in every town and city, and who drive job creation and economies.
Contact me
$370,000 Gross Revenue / South Houston Area, TX CPA Practice for Sale
Galveston County, TX
Not Disclosed
Cash Flow: $199,389
Profitable Estrella Insurance Franchise
Davie, FL
$175,000
Metro Atlanta CPA Practice For Sale
Walton County, GA
$95,000
Bucks County Tax Practice For Sale
Bucks County, PA
$260,000
Albuquerque, NM CPA Practice for Sale
Bernalillo County, NM
$180,000
Newly Reduced Price Staffed Check Cashing Store- Mercer County NJ
Mercer County, NJ
$120,000
Buy a Financial Services Business
Businesses in the financial services sector sell products and services, supporting individuals and organizations in managing their finances. This industry has a wide variety of businesses that take care of personal and corporate finance in several important ways. Financial services also include investment and asset management, home equity, commercial real estate, tax and accounting services, and financial consulting services. The insurance market covers homes, personal health, and automobiles, in addition to life insurance and numerous industry-specific insurance types.
Some of the most popular categories of financial services businesses include:
- Accounting Businesses and Tax Practices
- Banking and Loan Businesses
- Check Cashing Businesses
- Insurance Agencies
Market Overview
| Number of Business Listings Analyzed | 936 |
| Median Asking Price | $500,000 |
| Median Reported Revenue | $430,000 |
| Median Reported Earnings | $210,000 |
| Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings. | |
Financial Services Business Valuation Multiples
| Range | Revenue | Earnings (SDE) |
| Lower Quartile | 1.02 | 1.81 |
| Median | 1.18 | 2.36 |
| Upper Quartile | 1.46 | 3.13 |
| Revenue and earnings multiples based on reported revenue, seller's discretionary earnings, and asking price. | ||
Read the Report:
Financial Services Business Valuation Benchmarks
Sell Your Financial Services Business
For business owners looking to sell their financial services business, developing an exit strategy is essential. Developing an exit plan starts with understanding the businesses value, along with industry and market trends. Take the time to identify the levers available to make the business more profitable and marketable to potential buyers. Our Guide to Valuing and Selling Financial Services Businesses provides a step-by-step roadmap to help get you started.
